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GREEN FINANCIAL MANAGEMENT, LLC
CRD 166135
2850 CAHABA ROAD, SUITE 230, BIRMINGHAM, AL, 35223, United States
Phone
(205) 423-5260
Fax
(205) 423-5250
Registration
— (—)
Source
State registered
Total AUM
$55.5M
Discretionary AUM
$55.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-23
Disciplinary history
No
Services
Portfolio management (individuals)RETIREMENT PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $15.9M |
| High net worth individuals | 33 | $39.5M |
Official SEC filing: View on IAPD